Edge Manufacturing Inc 401k Plan — Form 5500 plan (Edge Manufacturing Inc)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Edge Manufacturing Inc 401k Plan is a benefit plan reported by Edge Manufacturing Inc under EIN 31-1660398 and plan number 004. The latest loaded filing year is 2023. The filing reports 113 participants and $4,717,998 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.7MPlan net assets, end of year$4,711,768
Participants113Covered participants reported
Assets / participant$41.8KComputed: assets ÷ participants$41,752 (computed)
Provider compensation$4.5K1 Schedule C provider row(s)$4,513
Plan sponsor
Edge Manufacturing Inc
EIN
31-1660398
Plan number
004
Plan type
2
Location
Pevely, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023113H, C20241014140203NAL0013414003001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.7M total assets
Net assets$4.7MLiabilities$6.2K
Money in vs. money out
Total income / additions$1.2M
Total expenses$145.7K
Benefits paid / distributions$141.2K
Contributions
Employer$162.8K
Participant$327.1K
Full reported line items

Net assets

Total assets (EOY)
$4,717,998
Total liabilities (EOY)
$6,230
Net assets (EOY)
$4,711,768
Net assets (BOY)
$3,652,354

Income & contributions

Employer contributions
$162,816
Participant contributions
$327,130
Total contributions
$489,946
Total income / additions
$1,205,125

Expenses & distributions

Benefits paid
$141,197
Administrative expenses
$4,514
Total expenses
$145,711
Net increase / (decrease)
$1,059,414
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$4,513not reported in the loaded dataset2023

Related Form 5500 pages